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Jennifer Ibrahim Appel

LPl Financial LLC

San Diego, CA

CRD 6673972

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-28
CA RA APPROVED 2018-08-29
  • TX RA
    APPROVED_RES
    Since 2025-03-28
  • CA RA
    APPROVED
    Since 2018-08-29

Branch Locations

4305 Gesner St., Ste 306, San Diego, CA 92117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc San Diego CA 06/2016 Present
Other Businesses

1. 01/19/2018 - MCKENNA FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SAN DIEGO, CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-28
  • S66 Uniform Combined State Law Examination
    2018-08-28
Other Names
  • Jennifer Christina Ibrahim

View on SEC IAPD

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